Financial institution partnerships in Georgia

Public Partnerships | PPL, located at 100 Kimball Place in Alpharetta, Georgia, is a finance institution that specializes in self-directed care for those eligible for Medicaid. With self-directed care, individuals can choose where they receive care and who provides it, whether it be friends, family, or hired caregivers. This option allows for more control and flexibility in receiving support, easing concerns such as loss of independence, quality of care, and paperwork and bureaucracy. For nearly 25 years, Public Partnerships | PPL has helped hundreds of thousands of people remain in their homes and receive care from caregivers of their choosing. They are the leading company in helping individuals maintain their independence through self-directed care. Whether you are currently caring for someone or looking to care for someone, they can assist in setting you up as their employee and managing the necessary paperwork.

World System Builder Savannah Financial Center is a leading finance institution located in the heart of Savannah, Georgia. With a commitment to helping individuals and families build a secure financial future, our team of experts offers a wide range of financial services and products. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, our knowledgeable staff is here to guide you every step of the way. Visit us at 48 West Montgomery Cross Road to start building your financial foundation today.

Merrill Lynch Financial Advisor Brent Odell Hardy is a finance institution located at 933 Broad Street, Augusta, Georgia, United States. Supported by the global resources of Merrill, the team at this institution is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. They focus on family, goals, and priorities, offering investment insights from Merrill and access to the credit, lending, and banking convenience of Bank of America. The team at Merrill Lynch Wealth Management believes in helping clients achieve their financial goals through a proactive approach to communication, personalized service, and ongoing financial education. They offer services such as the Investment Personality Assessment to understand clients better and customize financial approaches. The team at Merrill Lynch Wealth Management Advisors can help clients navigate changes in life and the financial markets to stay on track to achieve their goals. They provide personalized investment strategies and comprehensive financial solutions to address individual needs and pursue goals. The institution also offers the latest investment insights, tips, and strategies to help clients live their best financial life.

Cardinal Financial Company, Limited Partnership is a finance institution located at 3730 Washington Road in Augusta, Georgia. With a focus on providing financial services to individuals and businesses, Cardinal Financial offers a wide range of products and solutions to meet the needs of their clients. From loans and mortgages to investment opportunities, the experienced team at Cardinal Financial is dedicated to helping their customers achieve their financial goals. Visit their office in Augusta or contact them to learn more about how they can assist you with your financial needs.

IOU Financial is a finance institution located at 600 Townpark Lane in Kennesaw, Georgia, United States. We specialize in providing working capital to small business owners through strong partnerships. With fast and flexible small business loans, we can deliver funding within 24 hours, unlike traditional banks that can take weeks to make a decision. Our online application process is quick and easy, with businesses able to receive funding in as little as 24 hours. We take the time to get to know each business so we can provide personalized advice and support. Thousands of small businesses already trust us to help with their financing needs. Our fixed payment options allow businesses to stay focused on their growth, while our credit expertise and technology ensure that their cash flow is not stressed by the loan.

Legacy Partners Financial Group is a leading finance institution located at 123 Mill Street in the charming city of Woodstock, Georgia, United States. With a team of experienced professionals, we provide a wide range of financial services to help our clients achieve their financial goals and secure their legacy for future generations. From wealth management to retirement planning, we are dedicated to providing personalized solutions tailored to each client's unique needs. Visit us today and let us help you build a strong financial foundation for the future.

Phoenix Institute - Gainesville Campus is a prestigious university located at 112 Academy Street Northwest in Gainesville, Georgia. As a leading institution of higher education in the United States, we offer a wide range of programs and courses to help students achieve their academic and career goals. Our dedicated faculty and staff are committed to providing a supportive and enriching learning environment for all students. With state-of-the-art facilities and innovative teaching methods, Phoenix Institute - Gainesville Campus is the perfect place to pursue your educational aspirations. Join us and unlock your potential for success.

Sauls Partnership is a trusted institution located at 467 Burney Rd in Shellman, Georgia, United States. We specialize in providing a wide range of business consulting services to help our clients achieve their goals and maximize their potential. Our team of experienced professionals offers personalized solutions tailored to meet the unique needs of each client. Whether you are looking to start a new business, expand your current operations, or improve your financial performance, Sauls Partnership is here to help. Contact us today to learn more about how we can assist you in reaching your business objectives.

Sherrill & Hutchins Financial is a renowned finance institution located at 4401 Northside Parkway Northwest in Atlanta, Georgia. With a reputation for excellence in financial services, Sherrill & Hutchins offers a wide range of solutions to meet the diverse needs of their clients. Whether you are looking for investment advice, wealth management, or financial planning, their team of experienced professionals is dedicated to helping you achieve your financial goals. Trust Sherrill & Hutchins Financial to provide expert guidance and personalized strategies to secure your financial future.

Golden Bell Financial Planning is a boutique finance institution located at 2300 Lakeview Parkway in Alpharetta, Georgia, United States. Our mission is to provide personalized, comprehensive financial solutions for a limited number of clients, whom we consider as partners in their financial journey. When you choose Golden Bell Financial, you will work directly with a highly experienced industry leader who holds both the prestigious CFP and CFA designations, showcasing expertise that only a fraction of financial advisors possess. We prioritize quality over quantity, limiting our client base to 70 individuals to ensure personalized service and attention.

Secure Shield Financial, LLC is a reputable finance institution located at 4596 Smoke Rise Lane in Marietta, Georgia, United States. We specialize in providing secure and reliable financial solutions to our clients, ensuring their assets are protected and their financial goals are met. Our team of experienced professionals is dedicated to providing personalized services tailored to each client's unique needs. With a focus on security and integrity, Secure Shield Financial, LLC is the trusted partner for all your financial needs.

Summit CPA & Financial Services Inc is a reputable accounting and finance institution located at 519 Forest Parkway in Forest Park, Georgia, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need assistance with your taxes or want to improve your financial strategy, Summit CPA & Financial Services Inc is the go-to destination for all your accounting and finance needs.

McDermott Financial Solutions is a reputable financial institution located at 5208 Garnaby Lane Northwest in Norcross, Georgia. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with wealth management, retirement planning, investment strategies, or estate planning, McDermott Financial Solutions is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, they strive to build long-lasting relationships with their clients based on integrity and transparency. Contact McDermott Financial Solutions today to take control of your financial future.

Brewer Financial Firm, LLC is a reputable accounting and finance institution located at 3518 Veterans Parkway in Columbus, Georgia, United States. Our firm prides itself on honesty, reliability, and integrity, with an A rating from the BBB. With over a decade of experience, we specialize in tax preparation and resolution services, ensuring accuracy and efficiency in every return we handle. Join us for one of our tax courses or seminars to enhance your knowledge and skills in the financial industry. As tax season approaches, don't miss out on our reliable tax preparation and financial services that you can count on. Whether you are a new tax office looking for software or an existing office in need of a change, take advantage of our expertise and resources to maximize your success.

John Hancock Financial Network is a finance institution located at 1689 Duluth Highway, Lawrenceville, Georgia, United States. We offer financial advisory services with a personal touch, believing that life insurance should be about living longer, healthier, and better. With over 160 years of trust, honesty, and reliability, we are committed to our customers and are constantly innovating to transform the industry. Our goal is to help our partners build their life insurance businesses and protect their clients' most important assets. Through our partnership with GRAIL, eligible John Hancock Vitality members now have access to the Galleri test, a multi-cancer early detection test that can screen for over 50 types of cancer with a single blood test. Our Advisors can help you navigate the complexities of managing your finances while preparing for your family's future needs. Whether you're planning for retirement or looking to create a personalized financial plan, we are here to help you achieve your goals. Our products are designed to provide value throughout the life of the policy, and we offer rewards and discounts through the John Hancock Vitality Program. We also partner with Life Happens to support students in easing the financial burden of college expenses.

The Strategic Financial Alliance Inc. is a finance institution located at 2200 Century Parkway Northeast in Atlanta, Georgia, United States. Our team of experienced professionals is dedicated to providing strategic financial solutions to individuals, businesses, and organizations. Whether you are looking for investment advice, retirement planning, or wealth management services, we are here to help you achieve your financial goals. With a commitment to personalized service and a focus on building long-term relationships with our clients, The Strategic Financial Alliance Inc. is your trusted partner in navigating the complexities of the financial world.

KTS Tax Financial Services, LLC is a reputable accounting and finance institution located at 2385 Wall Street Southeast in Conyers, Georgia, United States. Our motto is "Our Client Is Our Biggest Asset", and we strive to provide superior service to each client, treating them with respect to ensure their satisfaction. We aim to keep their business for generations to come. Since 2005, KTS Tax Financial Services, LLC has been a leader in the billion-dollar tax industry, having prepared over 150,000 individual and business tax returns. We offer professional tax services for individuals and businesses, and also provide tax training courses for professionals. Our new credit repair courses and partnership program allow tax professionals to train and work with us to start their own tax business.

The Merrill Lynch Financial Advisor Chris Gabriel institution, located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States, offers a unique approach to finance. The Gabriel Group, alongside trusted partners like Perry J. LeBlanc III and The Wiley Group led by Buck Wiley, work to bring purpose and productivity to your money. They assist in creating outcomes and legacies for yourself, loved ones, and important causes. The team focuses on aligning your values and resources for maximum benefit in all areas of your life. Chris Gabriel, a Bank of America Global Institutional Consultant, specializes in working with Endowments, Foundations, and Not-for-Profits. The team partners with clients' professionals to create scenarios of Optimal Giving with maximum benefit for both the giver and the recipient. The institution offers a range of wealth management planning, wealth structuring, and investment management services, with a focus on philanthropic strategy. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. With Merrill Personal Wealth Analysis™, they can help build and document a personalized plan centered on your goals. The team is committed to helping you stay on track to achieve what's most important to you as your life and financial goals evolve over time.

Merrill Lynch Financial Advisor Erik M Bjerke is located at 3455 Peachtree Road Northeast, Atlanta, Georgia, United States. As a senior partner in Merrill’s Global Corporate & Institutional Advisory Services (GCIAS), Erik oversees assets and liabilities of more than $100 billion for 100 public companies and their executives, directors, employees, and retirees. He is committed to delivering high-touch, personalized service to clients throughout the United States and beyond. Erik is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Investment Management Analyst® (CIMA®) designation. With a focus on integrated, multi-variable strategies, Erik utilizes the resources of Merrill and Bank of America for dynamic decision making in volatile financial markets. He is dedicated to helping clients achieve their financial goals and provides personalized plans centered on their aspirations. Erik is actively involved in the community and has helped found two start-up operating charities. As a Merrill Lynch Wealth Management Advisor, Erik prioritizes understanding his clients' needs and goals to create customized investment approaches. With access to Merrill's investment insights and Bank of America's banking solutions, he helps clients manage, grow, and preserve their wealth while addressing fluctuations in the market and changes in their lives. Erik is registered to do business in multiple states and is committed to helping clients achieve their financial goals.

KH Financial Holdings Enterprise is a leading financial institution located at 2330 Scenic Highway South in Snellville, Georgia, United States. With a strong focus on providing comprehensive financial solutions to individuals and businesses, we strive to help our clients achieve their financial goals and secure their financial future. Our team of experienced professionals is dedicated to delivering top-notch services in areas such as investment management, financial planning, and wealth preservation. Trust KH Financial Holdings Enterprise to guide you towards financial success.

Shannon Hill - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3525 Piedmont Road Northeast, Atlanta, Georgia, United States. Shannon Hill holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate expertise in asset management, estate planning, investment fiduciary practices, portfolio management, and behavioral financial advising. Shannon Hill also specializes in areas such as domestic partnership advising, philanthropy, divorce financial analysis, and exit planning. Additionally, Shannon Hill is trained to provide financial advice to military personnel and veterans. With a commitment to professionalism and ethical standards, Shannon Hill is dedicated to helping clients achieve their financial goals through comprehensive planning and strategic investment strategies.

Located in Atlanta, Georgia, Integrated Financial Group - Kevin Garrett is a finance institution that thrives on collaboration and independence. As a member of this consortium of independent financial planners, you can offload key operations of your practice and connect with peers to broaden your knowledge, all while maintaining your independence. Founded in 2003, IFG fosters a unique culture of advisor engagement and growth through platforms like The Brain Trust, annual retreats, and MasterMind Groups. Whether you choose the Corporate RIA, RIA-only, or Hybrid RIA model, IFG offers support every step of the way to help you achieve your goals and navigate industry regulations. With one of the lowest attrition rates in the industry, IFG is dedicated to helping you succeed and prosper. Join today to experience the benefits of being a part of this thriving community of financial planners.

A Chamblin - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4500 Hugh Howell Road in Tucker, Georgia, United States. The institution offers a variety of certifications and designations to ensure that their advisors are highly trained and knowledgeable in various aspects of financial planning. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care program, and Chartered Life Underwriter Designation®. Advisors with the CFMA® designation are trained to serve military personnel and veterans. Each certification or designation requires specific coursework, examinations, and adherence to a code of ethics to ensure that advisors are well-equipped to provide expert financial advice to their clients.

Vertical Vision Financial Marketing is a leading finance institution located in Kennesaw, Georgia. Specializing in financial marketing, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a focus on vertical growth and vision, their team of experts provides personalized solutions tailored to each client's unique needs. Visit them at 60 Chastain Center Boulevard to learn more about how they can help you with your financial needs.

Davis & McKinzey Wealth Management - Ameriprise Financial Services, LLC, located at 1200 Abernathy Road Northeast in Atlanta, Georgia, is a finance institution that focuses on helping clients achieve their financial goals. With a personalized approach, they offer investment recommendations, asset allocation strategies, and portfolio management tailored to individual risk tolerance and objectives. Regular meetings are held to review progress, adjust strategies as needed, and track goal achievement. Clients have convenient access to their investments and accounts through any device, ensuring transparency and security. The institution also emphasizes the importance of preparing for unexpected events by providing insurance solutions for health, life, disability, income, and long-term care. Ameriprise financial advisors are registered to do business in specific U.S. states, and additional information can be found on FINRA's BrokerCheck website.

Precision Tax & Financial Services, Inc. is a reputable accounting and finance institution located at 3212 Northlake Parkway Northeast in Atlanta, Georgia, United States. With a focus on incorporation, LLC, partnership, and sole proprietorship services, PTFS ensures that their clients receive the most up-to-date information and techniques in the field. Led by CEO and Founder Rikkia Holmes, who has over 24 years of experience, PTFS prides itself on serving clients with loyalty, integrity, and excellence. Whether you are looking for personal or business tax planning, PTFS is dedicated to helping you achieve your goals and objectives.

Partnership Housing Affordable is a non-profit organization dedicated to providing affordable housing solutions for individuals and families in need. Located at 211 West Alice Street in Bainbridge, Georgia, United States, our institution offers a range of services including rental assistance, home ownership programs, and housing counseling. Our goal is to help individuals achieve sustainable housing stability and improve their quality of life. Contact us today to learn more about how Partnership Housing Affordable can assist you in finding safe and affordable housing options.

The Crypto Accountant is a leading accounting and finance institution located at 1400 Buford Highway Northeast, Sugar Hill, Georgia, United States. We specialize in helping the crypto community, businesses, and investors understand and implement best practices when it comes to crypto accounting. Our services include comprehensive reviews of crypto transactions, holding, and financial activities to ensure compliance with tax laws. We provide customized consulting for businesses and projects in the cryptocurrency and DeFi sectors, helping clients navigate the complex financial landscape of the industry.

The Medical College of Georgia is a prestigious institution located at 1120 15th Street in Augusta, Georgia. As a leading health and insurance agency, the college is dedicated to providing top-quality education and training for future healthcare professionals. With state-of-the-art facilities and a renowned faculty, students at the Medical College of Georgia receive a comprehensive education that prepares them for successful careers in the healthcare industry. The institution's commitment to excellence in healthcare education and research makes it a top choice for students seeking a rewarding and fulfilling career in the medical field.

CITGO is a versatile institution located at 3909 U.S. 76 in Young Harris, Georgia, United States. Offering a range of services including ATM access, a convenience store, financial services, food options, a gas station, and a store, CITGO is a one-stop shop for all your needs. Whether you're looking to fill up your tank, grab a quick snack, or take care of your banking needs, CITGO has you covered. Visit us today for a convenient and efficient experience.